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About the Role
This role sits within the Fund Product team, focusing on leading coordination efforts for the creation, oversight, and maintenance of regulatory documentation for the WMF Global business. It involves close collaboration with legal teams, investment teams, and subject matter experts to ensure 'best in class' legal and regulatory documentation for various fund activities across multiple fund structures and domiciles.
Responsibilities
- Lead project management for the end-to-end prospectus cycles, including new fund approvals and fund changes, working with external counsel and regulators.
- Evolve processes for efficiencies as the business expands into new distribution markets.
- Establish consistency and quality across fund offering documents and embed control and oversight processes.
- Enhance coordination and communication around documentation updates, regulator comments, client notifications, and external vendor management.
- Coordinate periodic internal communication summarizing upcoming changes and implementation items.
- Provide general fund expertise and act as a subject matter expert for internal stakeholders on fund documentation changes and shareholder communications.
- Lead or assist with ad hoc Fund Product projects, including annual fee and prospectus reviews, seed capital and share class reviews, EMT and EET production, and commercial/fiduciary reviews.
- Assist with the management of EMT (European MiFID Template) and EET (European ESG Template) production and dissemination.
Requirements
- Over 3 years of experience working within asset management or a related industry.
- Hands-on experience with legal or regulatory documents and content creation.
- Direct experience working in a product/legal role, with proximity to fund vehicles.
- Project management experience.
- Exceptional organizational skills and attention to detail.
- Excellent written and verbal communication skills, with the ability to simplify complex information.
- Willingness to take initiative, demonstrate accountability and ownership, and seek wider audience input when necessary.
- Desire to evolve as an individual contributor and expand responsibilities.
- Collaborative and positive mindset with good interpersonal skills.
- Ability to navigate cross-functional projects and establish healthy working relationships.
- Grace under pressure, an ethos for hard work, and strong prioritization skills.
Skills
- Project management
- Legal and regulatory documentation
- Content creation
- Fund vehicles
- Organizational skills
- Attention to detail
- Written communication
- Verbal communication
- Collaboration
- Interpersonal skills
- Cross-functional project navigation
- Prioritization
Location
- Global
Work Type
- Hybrid
- Flexible work
Experience Level
- +3 years
About the Company
- Wellington Management offers comprehensive investment management capabilities across global capital markets.
- Their investment solutions cater to institutional clients in over 60 countries, utilizing proprietary research and a collaborative culture.
- As a private partnership, their ownership structure fosters a long-term perspective aligned with client interests.
Equal Opportunity
- Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.
- They are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
- Assistance is available for candidates with disabilities requiring accommodation to apply.